Acrisure, LLC
Acrisure, LLCVerified Source

National Leader High-Net-Worth Personal Lines Acrisure

225K–275K
Onsite · San Jose, California
Posted July 23, 2026
payroll

Overview

The National Leader, High-Net-Worth Personal Lines at Acrisure drives national growth retention profitability and strategic direction. This leader defines and executes a growth strategy strengthens advisor performance optimizes portfolios and builds scalable models supporting sustainable regional expansion. The role demands strategic tactical balance and cross-functional partnership.

What You'll Do19

  • 1Own overall performance of the HNW Personal Lines book including revenue growth retention and profitability
  • 2Establish clear performance targets by segment region and advisor
  • 3Drive disciplined execution through consistent operating cadence and accountability model
  • 4Develop national growth strategy identifying expansion opportunities across acquisition market and territory development
  • 5Lead and manage HNW-focused client advisors to improve production retention and book growth
  • 6Implement sales management discipline including goal setting pipeline tracking and performance coaching
  • 7Identify recruit top-tier HNW talent produce and hybrid advisors build sustainable talent pipeline
  • 8Create onboarding training and coaching programs for HNW advisors
  • 9Optimize strategies for underpenetrated clients aging books and policy density
  • 10Design cross-sell and coverage expansion initiatives increasing policies and revenue per client
  • 11Partner with business lines to unlock additional client value
  • 12Establish clear operating framework with standardized metrics reporting and leadership routines
  • 13Deliver regular performance updates to executive leadership with insights risks and actions
  • 14Partner with market and carrier leadership to ensure competitive product offerings and placement strategy
  • 15Work cross-functionally with operations placement and service teams to improve workflow and scalability
  • 16Improve operational efficiency reduce friction and maintain strong client experience
  • 17Use data reporting metrics to identify trends diagnose gaps and drive action
  • 18Influence across sales operations carrier finance marketing and business line leadership
  • 19Maintain bachelor’s degree preferred with equivalent experience considered

Requirements8

  • 115+ years of experience in insurance financial services private client advisory with HNW expertise
  • 2Proven track record leading growth retention profitability and performance across personal lines portfolios
  • 3Strong sales leadership including direct advisor management coaching and KPI development
  • 4Deep understanding of HNW market dynamics carrier relationships underwriting appetite and client expectations
  • 5Experience building talent pipelines recruiting high-performing producers or advisors and developing onboarding programs
  • 6Ability to use data reporting metrics to identify trends and drive action
  • 7Strong executive presence influencing across sales operations carrier finance marketing and business lines
  • 8Bachelor’s degree preferred

Salary Insight

$225 - $275k per year

Location

Typeonsite
LocationSan Jose, California

Required Skills

sales leadershipadvisor managementKPI developmentpipeline managementperformance coachingtalent recruitmentdata analysisstrategic planning
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